Adjusting Investment Styles


portfolio, which includes retail, utilities, and recreation. Overall, Barnes is confident about Umoja’s future: “We’ve kept our heads above water; we’ve made some money, and we’re still growing.”

UMOJA’S HOLDINGS

Company (Exchange: Symbol) Portfolio Weighting
Synergy (NASDAQ:SYNF) 14%
Wal-Mart (NYSE: WMT) 14%
Home Depot (NYSE: HD) 14%
Harley-Davidson (NYSE: HDI) 14%
Pfizer (NYSE: PFE) 11%

 


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